SCM

Symons Capital Management Portfolio holdings

AUM $156M
1-Year Est. Return 9.47%
This Quarter Est. Return
1 Year Est. Return
+9.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.6M
3
+$15M
4
CAG icon
Conagra Brands
CAG
+$13.9M
5
NVO icon
Novo Nordisk
NVO
+$9.95M

Top Sells

1
+$24.2M
2
+$18.5M
3
+$13.1M
4
PPL icon
PPL Corp
PPL
+$9.29M
5
GFI icon
Gold Fields
GFI
+$9.08M

Sector Composition

1 Consumer Staples 49.17%
2 Healthcare 18.5%
3 Technology 12.87%
4 Industrials 6.3%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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91
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